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Read moreLive an EPIC Retirement.
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Your Retirement Advisor is here with some fresh ideas…and a proprietary E.P.I.C. process to help you live an EPIC retirement.
We’re not your average Joe advisor. We must admit, our ideas and proven retirement readiness process we call E.P.I.C., are kind of turning an outdated and stale industry on its head. The beneficiaries are all the hard-working Americans like you who deserve the best…most EPIC retirement possible.
Your Retirement Advisor Introduction Packet
Fresh Ideas to Power Your Financial Freedom
E.P.I.C. Process To Power Your Retirement
Fresh Idea #1
We rely on our proprietary Educate, Plan and Implement process to build and implement your retirement plan together. We use analysis and strategies for informed, data-backed decisions about your retirement. Our experienced retirement planners oversee the implementation and ongoing review of your plan.
From Savings to Security: The Strategies that Get You There
Fresh Idea #2
The right retirement plan is more than a 401(k) or an investment strategy. It’s actually a combination of Multi-Discipline Retirement Strategies (MDRS). And they’re completely different from those used in the accumulation phase of life. Based on your goals, they balance growth and protection in proper proportions and are stress tested to make sure you’ll have efficient & sustainable income for life.
Retirement Based on Research vs. Rhetoric
Fresh Idea #3
Thanks for hearing us out (and having an open mind) as we work to dispel retirement myths and misinformation rampant in the industry. We’re “retirement truth seekers” sharing and recommending strategies based on proven, data backed theories and academic research. We encourage you to be a truth seeker too.
Geek is the New Chic in Retirement Planning
Fresh Idea #4
We “geek out” on the math and science (and art) of retirement and use it all as a basis for everything we do for you. We rely on cutting edge technology for data-driven decisions vs. best guesses or gut feel. We call this science-based planning and we’re 100% committed to it. Geek’s promise.
Balanced, Unbiased Advice
Fresh Idea #5
Proper retirement advice should strike a balance between the extreme worlds of investments and insurance. It should also be void of one size fits all approaches. At Your Retirement Advisor you’ll only ever work with “hybrid advisors” who are licensed to offer balanced, objective advice with a proper mix of investments AND insurance based on what’s best for you.
Collaborate from the Comfort of Your Couch
Fresh Idea #6
Collaborate from the convenience of your couch with online retirement advisors 100% committed and focused on doing what’s best for you…now and in retirement. The whole world is going online and virtual. Why not retirement planning? Affordable, accessible and effective.
All You Need for Retirement in One Place
Fresh Idea #7
Whether you need income distribution or investment advice, or an estate plan or a tax plan, our retirement advisors and network of solution providers are available to all clients. And because these services are offered in an online model, they are much more affordable, without sacrificing quality or the interaction with a real human.
Advisor Value
Fresh Idea #8
Advisor value comes down to the quality and quantity of advice and services you are receiving in exchange for the fees you are paying. Certainly you can try to DIY your retirement or simply find services a la carte, but proper and complete retirement planning takes considerably more time, effort and knowledge. Our clients value the time we invest in our relationships with them and the completeness of our guidance. Value received is never in question.
Dedicated to Educating You
Fresh Idea #9
We believe knowledge is power. As a result, we’re committed to providing unlimited access to educational resources here on our website and through our software, including valuable e-classes. Our Hybrid Retirement Advisors also make a unique commitment to educating you during each step of our planning process. A better retirement does indeed start with knowledge.
We Take the Time to Answer All Your Tough Questions
When you’re ready to stop working like a dog, thoughts of retirement and all the critical decisions to be made can make you wonder and worry if you’re really ready mentally and financially.
The big hairy questions: When can I Retire? Do I Have Enough to Retire On? Will My Savings Last a Lifetime? What about taxes and healthcare? None of these are easy to answer. Most of us need help.
But we’re not sure where to find it, who to trust and what it will cost. Many people do nothing as a result. Some people try to do it themselves while others turn to traditional, biased advice channels.
We’re Determined to make retirement better.
Our only question is, will it be yours?
With purpose, passion and personality Your Retirement Advisor strives to be a breath of fresh air in retirement education and planning. I believe we’ve nailed it.
And speaking of passion, take a few minutes to listen to some out-takes of a podcast interview Your Retirement Advisor founder, Brian Saranovitz did with Colin Morgan of the Daily Grind.
Chat with Us
We love to talk retirement! We can answer your questions. Anytime. No Strings Attached.
Want to Know if You Have Enough?
We can perform a number of different complimentary assessments to help you determine if you have enough of the right stuff to retire. Submit your details and we’ll be back in touch shortly.
From Our Retirement Rhetoric vs. Reality Blog
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Start Your Plan Today
Yes, I want to access the online 'Am I Ready?' retirement kit.
Our online retirement readiness kit provides: how to guides, videos and retirement calculators. We’re here if you have any questions or would like any number of assessments.
